Atrieve Global

20.01.01

Currently being updated - last update: May 20, 2020

Enhancements

Product

Module/Program

Description

Reference

atrieveFinance

Finance Report Writer

Added WCB Y/N to the Vendor folder in Finance Report Writer.

ATR-3210

atrieveFinance

Fixed Assets

A new hidden Hard Delete option has added to Asset Delete page.
The option is activated by pressing Alt-H when on Asset Delete page and Delete/Undelete buttons are visible.

Note: The system will only allow the user to Hard Delete an asset after it has been Disposed and Soft-Deleted.

ATR-5209

atrieveFinance

Accounts Receivable

Added ability to attach document(s) as back up to the A/R Invoice in atrieve Web.

ATR-699

atrieveFinance

Finance

atrieveFinance has been enhanced with the ability to export the Year End Report to Excel.

ATR-2464

atrieve Global

Release Notes

Revitalized Release Notes, In App Help and Documentation through Wiki.

ATR-5205

atrieveHR

atrieve Web

Absence, Dispatch and eForm Setup modules added; HR 100% complete


atrieveHR

Absences/Dispatches

The absence/dispatch duplicate report has been enhanced to report on duplicate absences that start on one day and end on the next day.  For example, Maintenance staff that work 23:00 - 07:00 are now captured on this report if there are duplicate absences or dispatches.

ATR-4368

atrieveHR

Absences/Dispatches

Improvements made to Employee Dispatch Report to add following columns in the excel (Merge functionality) : Location Description, Dispatch position and Absent Employee.

ATR-4394

atrieveHR

Attendance Management Web

Attendance Management Web has been refreshed with a restyled user interface that features consistent labeling and table formatting as other atrieveERP web products.

DNET-2130

atrieveHR

Event Maintenance

Event Maintenance (web) has been refreshed with a restyled user interface that features consistent labeling and table formatting as other atrieveERP web products.

DNET-2130

atrievePayroll

atrieve Web

100% of Payroll module available


atrievePayroll

Reporting

Payroll Register History Report is enhanced to display prompt to generate an export file in CSV format and also to handle special pay period transactions.

ATR-5193

atrievePayroll

Reporting

Employee Status Inquiries Report is enhanced to show three new fields (T4 CPP Exemption Flag,T4 EI Exemption Flag, CPP Exemption Effective date) in report and a prompt to generate an export file in CSV format.

ATR-5195

atrievePayroll

Reporting

Payroll Interlink File Report is enhanced to display Totals at the end of the report and a prompt to generate an export file in CSV format.

ATR-5194

atrievePayroll

Government Reporting

Saskatchewan Teachers Federation Report - Added Excel output option

ATR-5196

atrievePayroll

BCPSEA

Added measures to help mitigate the BCPSEA extract process which can in some cases run for an extended time causing it to be stopped by the Web Monitor process. A General Profile was added to direct Absence Reporting to pull from the Data Warehouse to shorten the time required to obtain this information. Further, All or Category extracts now include the ability to run for batches of employees listed by employee number. In the event the process is stopped by the Wed Monitor, the job can therefore be restarted from the last employee number successfully extracted. 

ATR-5139

atrievePayroll

Tax Calculations

Implemented a new automated calculation of the federal Basic Personal Amount, based on the CRA documented changes. The formula for the Basic Personal Amount Formula (BPAF)  will now be calculated automatically by the payroll system during Income Tax calculation. Please note instructions posted in PowerSchool Community > atrieveERP Product Updates > atrieveERP Release Notifications to update the exemptions and implement this automated BPAF formula.

ATR-5042

Resolved Issues

Product

Module/Program

Description

Reference

atrieveFinance

Finance

Resolved an issue with invoice delete when deleting an invoice created by manual cheque entry

ATR-2239

atrieveFinance

Finance

Resolved cosmetic issue in 'Create T4A - Detail Report' which displayed batch number as "tiple" on report

ATR-2737

atrieveFinance

Accounts Receivable

Resolved dialogue message that contained spelling error 'Unable to finalaize IN USE batch'

ATR-2741

atrieveFinance

Finance

atrieveWeb no longer duplicates tax code in Purchasing Card

ATR-3051

atrieveFinance

Accounts Receivable

Resolved an issue with the invoice print selection report not displaying the GL description correctly

ATR-4238

atrieveFinance

Accounts Receivable

Issue was that on MAR>Cash receipt entry screen, modifying receipt prefix field displays error message. After the fix no error is getting displayed and user is able to change receipt prefix number successfully.

ATR-3820

atrieveFinance

Finance

Resolved an issue where in S/L preliminary or final update generating a stop error if more than 6 SL control codes are entered

ATR-4538

atrieveFinance

Finance

Resolved PO changes error BAPOD6 stop #98 ?file or account not found when trying to accept and print a purchase order. 

ATR-5064

atrieveFinance

Accounts Receivable

Resolved formatting issue on batch listing report when finalizing a batch within the batch finalization program.

ATR-4561

atrieveFinance

Journal Entry

Resolved the issue of display of attachments under GL Inquiry when added attachments using Journal Entry

ATR-4741

atrieveFinance

Journal Entry Web

Resolved in Journal Entry Web, multiple future scheduled transactions can begin concurrently.

ATR-5127

atrieveFinance

Vendor Inquiry/Document Storage Solution

Resolved issue where attachments from Vendor Inquiry were not viewable

ATR-4744

atrieveFinance

Purchase Orders/Document Storage Solution

Resolved issue of PO Entry attachments. When cancelled without saving, attachments would not cache to next PO Entry.

ATR-5299

atrieveFinance

Finance

Resolved an issue when Enter Cleared Cheques does not display cheque details before offering return date dialogue box introduced in 19.01

ATR-4798

atrieveFinance

Budget Planning System

Resolved an issue with BPS - 'Create Position Files' whereby position codes were duplicating for percent position codes.

ATR-4911

atrieveFinance

Budget Planning System

Resolved an issue in BPS Reports, where clicking on up and down arrow controls adds some junk data in the field value

ATR-5244

atrieveFinance

Budget Planning System

Resolved an issue in BPS Reports to make Arrow controls(up and down) work.

ATR-5243

atrieveFinance

Budget Planning System

Resolved an  issue in Budget Batch balance Report, where more than 30 transaction batch will not give an error now

ATR-5245

atrieveFinance

Finance

Resolved an issue with fiscal export, exporting values in scientific notation.

ATR-4912

atrieveFinance

Finance

Resolved an issue whereby interface profiles larger than 9 would not appear within the interface processing menus

ATR-5055

atrieveFinance

Finance

Finance E-Forms now available in atrieve Web.

ATR-5068

atrieveFinance

Finance

Resolved in Vendor Inquiry screen to displays the correct financial amounts when accessing history drop down and then clicking back.

ATR-4312

atrieveFinance

Finance

Issue was FAS Maintenance class Inquiry allows user to enter three characters in "Class Number" field but then doesn't allow you to use that class or inquire on it. Message "Maintenance Class Not In File" was getting displayed. After the fix user details are displayed as expected.

ATR-3837

atrieveFinance

Finance

Issue was when user run the GL Audit Report for type of “M” (moved), the report ill be blank if run in batch mode and output to disk.  When you examine the log file, found that the “M” is not passed to the program when run in batch. After the fix Report generated is same with type code as "MOVE" in both the cases.

ATR-2596

atrieveFinance

atrieve Web

Resolved the buttons Resume, Reference and Description to be visible on screen without GST column.

ATR-4795

atrieveFinance

atrieve Web

Corrected the Warehouse Requisition Entry (external) screen from displaying odd characters.

ATR-5076

atrieveFinance

atrieve Web

Resolved an issue with the Invoice template missing next button to get past first page of GL distributions.

ATR-4785

atrieveFinance

atrieve Web

atrieve Web no longer missing payment icon from second page of OLC payment.

ATR-5069

atrieveFinance

atrieve Web

Resolved - WIS, BPS and ATS not showing in tailored menu even though defined in menu in SMS

ATR-5073

atrieveFinance

atrieve Web

Resolved an issue with the Invoice entry web pop up, 'Do you want the following GL amounts to include GST?',  whereby it was accepting the incorrect default contrary to the Primary button. 

ATR-5206

atrieveFinance

atrieve Web

Resolved the manufacturer's part number functions within stock file maintenance programs.

ATR-5222

atrieveFinance

atrieve Web

Resolved  an issue with Tax Reportable field not displaying

ATR-5259

atrieveFinance

atrieve Web

Resolved the issue in Budget Revisions, where hitting Enter button on "Prorate the undistributed reference" popup does not display "Distributed by Dollar, Percent" popup.

ATR-5267

atrieveFinance

atrieve Web

atrieve Web now displays Detail Description Button in Requisition Inquiry and Buyer Processing.

ATR-5285

atrieveFinance

atrieve Web

Resolved POM Buyer processing, cancelling the PO on second page would hang the req and buyer recovery would have to be used.

ATR-5262

atrieveFinance

atrieve Web

Resolved Receipts - Cash Receipt Entry the buttons were hidden in the footer bar on entry into the page and now they are visible

ATR-5216

atrieveFinance

atrieve Web

Invoicing against PO, cannot see GL in web on distribution page.

ATR-5125

atrieveFinance

atrieve Web

Resolved an issue with GL validation within requisition entry and buyer processing incorrectly reporting a valid account as a POM restricted account. 

ATR-5467

atrieveFinance

atrieve Web

Resolved an issue in Batch Control whereby the default will now be set to 'No'

ATR-5075

atrieveFinance

atrieve Web

Resolved an issue where Vendor Inquiry unable to change the Vendor Number. User has to exit out of Vendor Inquiry and access again to change the vendor number

ATR-5074

atrieveFinance

atrieve Web

Resolved an issue where Warehouse Information System, Budget Planning System and Automated Tendering System were not showing in atrieve Web for tailored menus.

ATR-5073

atrieveFinance

atrieve Web

Buttons Resume, Reference, Description where missing on Recurring Journal Entry Quick Entry screen with GST Rebate column. After the fix buttons are visible on screen with GST Rebate column and without GST Rebate column screen as well.

ATR-5071

atrieveFinance

atrieve Web

Resolved missing payment icon from second page of OLC payment. 

ATR-5069

atrieveFinance

atrieve Web

Resolved: Finance E-Forms now available in atrieveWeb.

ATR-5068

atrieveFinance

atrieve Web

Resolved an issue whereby interface profiles larger than 9 would not appear within the interface processing menus. 

ATR-5055

atrieveFinance

atrieve Web

Resolved an issue in the PO entry multiple distribution grid, where the page up and down and modify doesn't work past what you can see.  Corrected the paging and provided the standard display of the page number beside the page navigation buttons.

ATR-4973

atrieveFinance

atrieve Web

Resolved an issue with return cheques not displaying cheque details. 

ATR-4798

atrieveFinance

atrieve Web

Resolved Invoice entry > Vendor Search has been modified from 10 characters to allow up to 40 characters to refine the search for a more narrow result listing.

ATR-4794

atrieveFinance

Accounts Receivable

Resolved an issue with the display of the GL on the GL Distribution page when Invoicing against PO.

ATR-5215

atrieveFinance

Finance

Resolved issue in atrieveWeb > Vendor inquiry unable to change the vendor number. User has to exit out of vendor inquiry and access again to change vendor number.

ATR-5074

atrieveFinance

Finance

Resolved: Batch Control: batch is in balance do you want to finalize used to default to NO and in web defaults to YES

ATR-5075

atrieveFinance

Finance

Resolved an issue with fiscal export, exporting values in scientific notation. 

ATR-4912

atrieveFinance

Finance

Resolved purchase order copy and change to utilize the correct ship to vendor when vendor names are the same.

ATR-4891

atrieveFinance

Receivables/Document Storage Solution

Resolved the issue in Invoice copy, where attachments added in the first panel (Document uploader) would not properly get displayed in the second panel (Document uploader).

ATR-5323

atrieveFinance

PCard

Resolved PCard Addition and PCard Change(Under Interface setup menu) to be able to type 2 characters for field 'Invoice Number Prefix'

ATR-5324

atrieveFinance

Report Writer

Resolved an issue in finance report writer that was generating a java.lang.ClassCastException error for current year. 

ATR-5575

atrieveGlobal

atrieve Web

atrieve Web: When main landing page contains more items than can fit on page 1, there is no indicator to check page 2, and a significant amount of blank space suggesting items are missing.

ATR-5302

atrieveGlobal

Security

Resolved - Changes made to display the usernames from HR-ZZ in 'Password Report' report.

ATR-4728

atrieveGlobal

Document Storage Solution - Scanning

Resolved QR codes and bar codes and edocs not uploading

DNET-2316

atrieveGlobal

Document Storage Solution - Scanning

Improvements to BDM (Bulk Document Management) image clarity has been increased, along with the ability to print QR or Barcodes from Web. 

ATR-4585

atrieveGlobal

Document Storage Solution - Scanning

Vendors with special characters in the Vendor Name would cause Bar Code Printing to fail.  This has been resolved.

ATR-5178

atrieveHR

atrieve Web

Resolved: Long comments will now be entered in a separate pop-up window and the up/down/left/right arrow keys now work when in a long comment popup window/field. You can now enter several pages worth of data and the copy/paste will work as expected. You can also get a new line character into the data by pressing <shift>enter.

ATR-5098

atrieveHR

atrieve Web

Resolved: Corrected a visual issue see in atrieve Web's Job Posting database where the Position Code details fields were hidden and no data could be seen / added to this area. 

ATR-5157

atrieveHR

atrieve Web

A defect has been resolved in atrieve web so any changes to the Substitute/Casual Preference records will be saved. 

ATR-5381

atrieveHR

atrieve Web

Resolved Form Initiation code maintenance screen, fields were mislabeled and not appearing in correct order.

ATR-5726

atrieveHR

atrieve Web


Resolved in the ADS MASTER Profile, there were few cosmetic error like incorrect spelling and incorrect entry field prompt. 

ATR-5674

atrieveHR

atrieve Web

Resolved an issue in the schedule entry screen whereby the user would have to double click or select enter on each field in the schedule details to make changes.

ATR-5425

atrieveHR

atrieve Web

Resolved an issue in the Quick Entry screen, whereby the data was moving to the next field upon the second access of the same data.

ATR-5375

atrieveHR

atrieve Web

Earlier clicking on "Cancel" button on "Draw Time Code" Additions/Changes/Report screen takes user back to HR main screen, however clicking on same button on Deletions/Inquiry screens takes user back to HR Setup Table Selection screen. Now as per the resolution, the user is taken back to HR Setup Table Selection screen when clicked on "Cancel" button on Additions/Changes/Report screen.

ATR-5152

atrieveHR

atrieve Web

The subject name in the Continuing Employee/Applicant Report should now display the subject name correctly.

ATR-3774

atrieveHR

atrieve Web

Resolved display of Status column, Employee name and number on Assignment Lookup from Assignment Change, Assignment Delete and Assignment Inquiry screens.

ATR-4997

atrieveHR

atrieve Web

Resolved the HR Setup Table Selection look up to display as Location Calendar rather than Non Instructional Days Calendar.

ATR-4924

atrieveHR

Automated Dispatching

ADS System Profile, Page 4 Tab, Field 'From Email Address For Daily Emails'. In the previous version of code, there was no logic to restrict more than one email address and there was no logic to check for "@" character. The code has been modified to restrict more than one email address and the entry of the following characters : comma, semi-colon, colon, pipe i.e. | and both forward and backward slashes have been prevented in the email address field from getting saved. In addition, the modified code also expects one mandatory "@" character in the email address to validate the email address, but the code does not allow more than one "@" character, to ensure that not more than one email address is saved.

ATR-4410

atrieveHR

eDocs

Resolved object reference not set to an instance of an object within eDocs.

ATR-5101

atrieveHR

External Job Posting

Changes made to a Job Posting will now flow through correctly to EJP. This includes but is not limited to Hiring Manager Changes, Date Changes, Position Changes and Posting Descriptions. 

ATR-5063

atrieveHR

Job Posting

Resolved a visual issue see in atrieve Web's Job Posting database where the Position Code details fields were hidden and no data could be seen / added to this area.

ATR-5147

atrieveHR

Job Posting

Resolved a truncation error occurring when applying for too many job postings. This meant that no further jobs could be applied to. This has been resolved and any amount of jobs can now be applied to.

ATR-5056

atrieveHR

Job Posting

Resolved an issue with Job Posting Copy where the auto increment posting segment would add unexpected characters, creating invalid posting IDs. 

ATR-5077

atrieveHR

Assignments

Resolved the ability to view 4 characters in Assignment Type field in when selected from lookup.

ATR-5220

atrieveHR

Workflows - Onboarding

Resolved an issue where rehired employees SIN's weren't being validated properly during the Onboarding process. 

ATR-5067

atrievePayroll


Corrected an Invalid masking error seen while un-suspending batches.

ATR-5112

atrievePayroll


Visibility of Journal Entry fields is corrected as per input in 'Do Auto Interface' prompt. Also, Excel output option is added to the page.

ATR-4930

atrievePayroll

atrieve Web

Resolved an issue with printing from Payroll Employee Demographics screens where opened screens would layer on top of each other. 

ATR-5121

atrievePayroll

atrieve Web

Resolved the Federal and Provincial Exemption field on Pay Screen to allow 2 digit entry.

ATR-5180

atrievePayroll

atrieve Web

Resolved - User can now enter two characters in field "Number of Lines Per T4 field" on all the mentioned pages.

ATR-5224

atrievePayroll

atrieve Web

Resolved - User can now successfully go back to edit/save in-progress Timesheet entry after Closing Pay Estimate adhoc screen.

ATR-5252

atrievePayroll

atrieve Web

Resolved - Payroll Estimate missing Reprocess and Projection buttons in all payrolls except Teachers.

ATR-5303

atrievePayroll

atrieve Web

Resolved 'Override EI' prompt is present on both the pages "Year-to-Date Adjustments" and "Statement History Adjustments"

ATR-5306

atrievePayroll

atrieve Web

Resolved - Corrected an issue seen in atrieve Web where Payroll uploads added a cookie, causing the Web Portal to generate Object Reference not set to an instance of an object errors when any module is subsequently chosen. 

ATR-5382

atrievePayroll

atrieve Web

Resolved: Improved the visibility of the Employee Termination / Status messaging on the Main Payroll Demographics page by bolding the message and moving it up from the bottom task bar. 

ATR-5189

atrievePayroll

atrieve Web

Resolved an issue in where the  Address Print and Location Print buttons in Payroll Demographics were not functioning.

ATR-5001

atrievePayroll

Reporting

Resolved Payroll Projection Report that was missing the new Group 0 Type 5 deduction code in its calculation - it is Employer Paid

ATR-4422

atrievePayroll

TEW

Resolved TEW Entry Printouts no longer display the user's name introduced in 19.01

ATR-4749

atrievePayroll


Resolved GL Interface Recreation not including same options as original creation process

ATR-4755

atrievePayroll

T4 Processing

Resolved an issue introduced in V19.02.01 where the character limit for the Tax Profiles Detail Field was limited incorrectly to 30 characters. Going forward, this field will now accept up to 51 characters. 

ATR-5145

atrievePayroll

ROE

A correction had been made to ensure that future dated stats being created with the same pay code will be created as future dated stats and the dates and dollars will report on the 'Vacation' screen.

ATR-4343

atrievePayroll

ROE

Preliminary ROE Creation has been corrected to ensure that if an employee is paid statutory holiday pay after their last day for which paid all in the same pay period this will be reported on the ROE on the Vacation screen.

ATR-4708

atrievePayroll

Reporting

Resolved Storage Bank Report display and page break issues. Storage Bank Report looks the same in report viewer, emailed PDF or View to Browser - all employees line up sequentially one after another without any blank page. 

ATR-3730